IWA
SIRI icon

Icon Wealth Advisors’s SiriusXM SIRI Stock Holding History

Icon Wealth Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$890K Buy
30,123
+91
+0.3% +$2.44K 0.05% 200
2026
Q1 		$804K Buy
+30,032
New +$645K 0.05% 196

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Icon Wealth Advisors's SIRI Position: Q2 2026 in Review

Icon Wealth Advisors increased its SiriusXM (SIRI) stake by 0.3% in Q2 2026, buying an estimated $2.44K and bringing the position to 30,123 shares worth $890K. The position accounts for 0.05% of the portfolio, ranked #200.

Icon Wealth Advisors first reported a position in SIRI in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Icon Wealth Advisors held 30,123 shares of SiriusXM worth $890K as of Q2 2026.
  • Icon Wealth Advisors bought 91 SiriusXM shares in Q2 2026, an estimated $2.44K.
  • SiriusXM made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Icon Wealth Advisors first reported a position in SiriusXM in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.